Exencial Wealth Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Exencial Wealth Advisors, LLC
- $2.75 Billion
- Q2 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 5,123 shares of TOTL stock, worth $208,352. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,123
Previous 7,714
33.59%
Holding current value
$208,352
Previous $310,000
33.87%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding TOTL
# of Institutions
379Shares Held
73.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.5MShares$224 Million0.01% of portfolio
-
Signature Estate & Investment Advisors LLC5.29MShares$215 Million5.04% of portfolio
-
Cwm, LLC4.28MShares$174 Million0.52% of portfolio
-
Envestnet Asset Management Inc3.57MShares$145 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.2MShares$130 Million0.05% of portfolio